“The WealthTech Book gives in depth and valuable insights about the transformation of the wealth management industry. By showcasing several examples of new digital solutions and technology driven changes the book and its renowned authors deep dive into the subject.”
Marc P. Bernegger, Fintech- and Crypto-Entrepreneur and Investor
“Like most other industries, the banking industry has had to deal with digitization, disruptive innovations and regulatory changes during the last years. New players entered the market, which facilitated the simplification of products and processes in this customer centric business field. In this constantly changing environment it’s easy to lose track of the current trends of state-of-the-art, cutting-edge technology.
Asset management has not been exempted from these disruptive ongoing trends. Robo-advisory even though still unclear in which ways it will add-value to customers will undoubtedly garner much attention. The WealthTech Book provides a great insight on the ongoing changes in the financial industry, especially on the topics of Wealth Management, Digital Platforms, Ecosystems, Blockchain and many more.”
Dr Peter Bosek, Chief Retail Officer, Erste Group AG
“FinTech has the potential to significantly alter the financial landscape, enabling financial inclusion and lifting wealth management to a new level. This book provides an in-depth overview of the multiple facets how FinTech will change wealth management – a valuable guide to professionals, regulators, and everyone interested in the future of finance.”
Prof. Dr Markus Brunnermeier, Director Bendheim Center
for Finance, Princeton University
“The wealth management industry has reached a turning point fuelled by new technologies and greater access to information for both traditional and new investors. The industry is now challenged with searching far and wide for alpha in an increasingly regulated world – while also managing the complexities that come with better informed and empowered investors. This convergence has led to some of the most innovative investment solutions and services seen in decades. It has also set the stage for the next turning point: the gradual transference of wealth from baby boomers to digital-savvy millennials.”
David Craig, President, Financial and Risk, Thomson Reuters
“Everybody talks about Blockchain and Artificial Intelligence, but very few people know how to implement these solutions in financial services. The WealthTech Book is the ultimate toolkit showing you how the latest technologies can be applied to benefit investors, entrepreneurs, retail and institutional clients worldwide. The directory at the end is invaluable – a little ‘black book’ of the leading FinTech and WealthTech thought-leaders globally. Every investor should have it on his/her bedside table.”
John Davies, CEO, Just Loans Group PLC and Chairman,
Kompli-Global Ltd
“Wealth management is at the dawn of a huge revolution: digitization is changing the customer journey value chain and business models of modern wealth management. The crowdsourced book tells you why and how the change will happen.”
Prof. Dr Oliver Gassmann, Director, Institute of
Technology Management, University of St. Gallen
“This book is the first of its kind to give a comprehensive overview on the future developments in this evolving field. WealthTech is of highest relevance for SIX which combines expertise at the intersection of financial services and technology by providing securities trading, clearing and settlement, as well as financial information and payment transactions. Our owners which consist of financial institutions rely on us to provide them with innovative solutions in the field of WealthTech as well as FinTech and RegTech.”
Dr Romeo Lacher, Chairman of the Board of Directors, SIX Group
“Investing globally provides huge opportunities. The WealthTech Book shows investors how to use big data and AI to achieve alpha. It provides deep insights on how technology will impact the global asset management and private banking sector. I would like to thank Susanne Chishti for her insightful initiative. The post digital revolution world will be formed by decisions made today. As a robotics and blockchain friendly investor, I know that the first thing before investing is to have an extensive knowledge of the ecosystem. The WealthTech Book could be an invaluable guide to access these new and upcoming investment opportunities.”
Alice Lhabouz, President, Trecento Asset Management
“In the first book, the authors provided a broad view of FinTech to provide readers with an in-depth study of the interplay between finance and technology, as well as the trends across the FinTech spectrum. In this follow-up book, the authors have built on that firm foundation taken a deeper dive into the wealth sector of the FinTech spectrum. In doing so, the authors have once again provided new and returning readers a pragmatic and insightful look into how AI, Blockchain and other key technologies will lower the barrier of investment and make wealth generation much more accessible to a wider pool of consumers globally. Definitely a relevant read for both experienced and novice FinTech practitioners!”
Robin Loh, Chief Digital Officer, Allianz Asia Pacific
“Following vast disruption in the retail and ecommerce space, the wealth/asset management and private banking industry is facing its own ‘Uber moment’. Staying abreast of new trends and technologies – which span well beyond the use of artificial intelligence in ‘robo-advice’ – is going to be a challenge. The WealthTech Book, crowd-sourced from industry experts and thought leaders in digital disruption, is a valuable tool for industry players looking to stay relevant in this fast-changing environment.”
Joy Macknight, Deputy Editor, The Banker
“What if? The single, repetitive question every innovator, every entrepreneur, every policy maker asks themselves. What if there was another way, a better way, a new way? Well, what if this book not only opened your mind, but it also helped expanded and accelerated your potential? I believe it will. Whether you work in the sector, consume from it, supply to it, aspire to be part of it, I encourage you to invest in yourself, digest the book, and join the conversation. Make your mark. Ask yourself what if?”
Simon Paris, Deputy CEO, FINASTRA
“You’ve done it again! On the heels of The FinTech Book, a global best seller across 107 countries, The WealthTech Book is another outstanding compilation of excellent and actionable content. It provides a very useful and detailed summary of important issues impacting the wealth management industry. Whether you are a start-up or an incumbent leveraging new technology to create new and/or better wealth management products, services and delivery, this book is a must read. I recommend it with alacrity.”
R. Todd Ruppert, retired CEO, T. Rowe Price Global Investment Services;
venture partner, Greenspring Associates; senior advisor SenaHill Partners
and Motive Partners; serial FinTech investor and advisor
“Following the success of Susanne’s previous curated works in The FinTech Book comes The WealthTech Book. This is an important development as it demonstrates the granularity of how technology is attacking all of the structures of finance from retail banking and payments to commercial, investment and private banking to insurance and wealth management. The WealthTech Book is a timely arrival to show the specifics of how technology is changing the world of big money and high-net-worth people. About time, as the new generation of technology billionaires don’t really want some sharp-suited person calling them all the time. Leave it to the apps!”
Chris Skinner, CEO, The Finanser Ltd
“I am very impressed by the way Susanne Chishti again collects all stakeholders of the industry and motivates them to share their thoughts on the future development of the industry. I like the structure of the book – cover all relevant topics and each exactly to the point. For a traditional banker it offers a fast track to a new world.”
Dr Johann Strobl, CEO Raiffeisen Bank International
“The WealthTech Book is a must read as it provides an excellent overview of the trends, new technologies and reasons why the sector is transforming. Wealth Management will always fulfil a crucial role in consumers as it helps them give peace of mind on their financial future. Technology is creating a win–win for consumers and the sector allowing better net returns for investors and better RoE for those institutions timely adopting technology. Finding the balance between Tech and Human relationship and trust is what the next decade is about! Exciting times and an exciting read!”
Radboud Vlaar, Partner, Finch Capital (OGC)